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Il y a 9 modules dans ce cours
Learn how to optimize wealth, reduce tax liability, and design effective financial plans using practical taxation and estate planning strategies. Build real-world skills in tax calculation, retirement planning, capital gains analysis, and wealth protection.
This course provides a comprehensive introduction to taxation, estate planning, and financial planning concepts used in personal and business financial management. You’ll learn how taxation systems operate, how income is classified, and how individuals and businesses apply tax-saving strategies to improve financial outcomes and long-term wealth creation.
Throughout the course, you’ll explore retirement planning concepts, pension reforms, estate planning tools, insurance-based tax benefits, and wealth transfer strategies that support long-term financial security. The course also examines capital gains taxation, salary and property taxation, depreciation rules, and business income calculations used in financial decision-making and compliance planning.
Advanced modules introduce tax planning strategies, legal taxation frameworks, advance tax provisions, employee tax benefits, and business restructuring concepts. Through practical case studies and Excel-based financial planning exercises, learners gain hands-on experience evaluating assets, liabilities, investment strategies, and goal-based financial plans.
What makes this course unique is its integrated approach that combines taxation, estate planning, and practical financial analysis within one structured learning journey. By the end of the course, you’ll be able to confidently apply taxation concepts, evaluate tax-efficient strategies, support wealth management decisions, and design effective long-term financial plans for individuals and businesses.
This module introduces the fundamental concepts of taxation and retirement planning. Learners explore how tax systems operate, how income sources are categorized, and how individuals can estimate retirement needs and income streams while understanding the role of pension reforms in long-term financial security.
Inclus
9 vidéos4 devoirs
Afficher les informations sur le contenu du module
9 vidéos•Total 76 minutes
Taxation Basics•7 minutes
Mode of set off Carry Forward•10 minutes
Carry Forward and set off Business Losses•4 minutes
Estimating Retirement Expenses•9 minutes
Retirement Income Streams•12 minutes
Pension Sector Reforms•10 minutes
Need for Pension Reforms•9 minutes
The Reform Process•5 minutes
Concept of Estate Planning•9 minutes
4 devoirs•Total 60 minutes
Fundamentals of Taxation•10 minutes
Understanding Retirement Needs•10 minutes
Pension Reforms and Policy Evolution•10 minutes
Foundations of Taxation and Retirement Planning•30 minutes
Estate Planning and Wealth Protection
Module 2•2 heures à terminer
Détails du module
This module introduces estate planning concepts and explores the tools used to manage and transfer wealth effectively. Learners also examine key tax-saving provisions including deductions, insurance benefits, and investment incentives that help individuals legally reduce tax liability.
Inclus
9 vidéos4 devoirs
Afficher les informations sur le contenu du module
9 vidéos•Total 58 minutes
Power of Attorney•6 minutes
Introduction to Estate Planning•6 minutes
Estate Planning Tools & Strategies•5 minutes
Tax Saving Sections Overview•10 minutes
Key Tax Saving Deductions•5 minutes
Life Insurance•5 minutes
Tuition Fee•5 minutes
Medical Insurance•9 minutes
Rajiv Gandhi Equity Saving Scheme•7 minutes
4 devoirs•Total 60 minutes
Estate Planning Essentials•10 minutes
Tax Saving Provisions•10 minutes
Additional Tax Saving Opportunities•10 minutes
Estate Planning and Wealth Protection•30 minutes
Taxation on Capital Gains and Assets
Module 3•2 heures à terminer
Détails du module
This module focuses on the taxation of capital assets and the computation of capital gains. Learners understand the treatment of agricultural land, short-term and long-term capital gains, and the importance of cost of acquisition in determining taxable profits from asset transactions.
Inclus
9 vidéos4 devoirs
Afficher les informations sur le contenu du module
9 vidéos•Total 65 minutes
Donation to Political Parties•10 minutes
Tax on Capital Gains•9 minutes
Agricultural Land Tax Rules•8 minutes
Tax Treatment of Agricultural Land•8 minutes
Computation of STCG•10 minutes
Computation of LTCG•7 minutes
Cost of Acquisition Basics•3 minutes
Adjusted Cost of Acquisition•2 minutes
Income from House Property•7 minutes
4 devoirs•Total 60 minutes
Donations and Capital Gains•10 minutes
Agricultural Land and Capital Gain Calculations•10 minutes
Cost of Acquisition in Capital Gains•10 minutes
Taxation on Capital Gains and Assets•30 minutes
Taxation of Property and Salary Income
Module 4•2 heures à terminer
Détails du module
This module examines taxation under the heads of income from house property and salary. Learners explore net annual value calculations, rental income treatment, allowances, perquisites, and various salary components that affect taxable income.
Inclus
9 vidéos4 devoirs
Afficher les informations sur le contenu du module
9 vidéos•Total 70 minutes
House Property•10 minutes
Net Annual Value•5 minutes
House Property which is Part of the Year Let•6 minutes
Income from Salary•9 minutes
Allowances•12 minutes
Perquisites•9 minutes
Valuation of Perquisites•6 minutes
Taxation Theory in detail•8 minutes
Compensation on V.R.S.•4 minutes
4 devoirs•Total 60 minutes
Understanding House Property Income•10 minutes
Salary Income Structure•10 minutes
Perquisite Valuation and Tax Theory•10 minutes
Taxation of Property and Salary Income•30 minutes
Income from Various Sources
Module 5•2 heures à terminer
Détails du module
This module focuses on the computation of profits and gains from business or profession. Learners study depreciation rules, proportionate depreciation, allowable deductions, and special provisions for business expenditure and research activities.
Inclus
9 vidéos4 devoirs
Afficher les informations sur le contenu du module
9 vidéos•Total 61 minutes
Leave Encasement•8 minutes
Income from Other Sources•3 minutes
Amount not Deductible•6 minutes
Business Income Basics•11 minutes
Business Income Computation•4 minutes
Depreciation Concepts•5 minutes
Proportionate Depreciation Calculation•10 minutes
Expenditure on Scientific Research•7 minutes
Specified Business Expenditure Rules•6 minutes
4 devoirs•Total 60 minutes
Salary Related Benefits•10 minutes
Business Income Taxation•10 minutes
Depreciation and Research Expenditure•10 minutes
Income from Various Sources•30 minutes
Business Taxation and Tax Planning Concepts
Module 6•2 heures à terminer
Détails du module
This module introduces tax planning strategies and explains how financial planners analyze client data to develop effective tax optimization solutions. Learners also explore business restructuring and the importance of legal compliance in tax management.
Inclus
9 vidéos4 devoirs
Afficher les informations sur le contenu du module
9 vidéos•Total 65 minutes
Deduction for Specified Businesses•5 minutes
Special Reserve•8 minutes
Tax Planning Case Study Overview•5 minutes
Client Tax Planning Analysis•9 minutes
Tax Planning Strategy Development•5 minutes
Final Tax Planning Recommendations•10 minutes
Specified Business•4 minutes
Business Re Organization•9 minutes
Tax Planning, Tax Evasion and Tax Avoidance•10 minutes
4 devoirs•Total 60 minutes
Business Deductions and Reserves•10 minutes
Client Tax Planning Process•10 minutes
Business Restructuring and Compliance•10 minutes
Business Taxation and Tax Planning Concepts•30 minutes
Legal Framework of Taxation
Module 7•2 heures à terminer
Détails du module
This module explains the legal foundations of taxation, including definitions, legislative provisions, and classification of income. Learners explore retrospective legislation, fringe benefits, and the treatment of agricultural income within the legal tax framework.
Inclus
9 vidéos4 devoirs
Afficher les informations sur le contenu du module
9 vidéos•Total 66 minutes
Provisions of Law•3 minutes
Short Term and Long Term•10 minutes
Areas of Tax Planning•7 minutes
Retrospective Legislation•6 minutes
The Scope of Definitions of those Term•1 minute
Company•8 minutes
Income Includes•6 minutes
Fringe Benefits•13 minutes
Agricultural Income•10 minutes
4 devoirs•Total 60 minutes
Legal Provisions and Definitions•10 minutes
Legislative and Regulatory Framework•10 minutes
Income and Tax Components•10 minutes
Graded - Legal Framework of Taxation•30 minutes
Advance Tax and Employee Benefits
Module 8•2 heures à terminer
Détails du module
This module focuses on advance tax provisions, income tax rules, and tax rates. Learners also explore tax benefits available to salaried individuals and strategies to maximize deductions while maintaining compliance with tax regulations.
Inclus
9 vidéos4 devoirs
Afficher les informations sur le contenu du module
9 vidéos•Total 66 minutes
Advance Tax Basics•5 minutes
Advance Tax Calculation & Due Dates•8 minutes
Taxability of non-resident under the Income Tax•7 minutes
Relevant Income Tax Rules•8 minutes
Tax Rate•6 minutes
Tax Benefits for Salaried Employees•6 minutes
Additional Salary Tax Benefits•6 minutes
Maximizing Salary Tax Deductions•12 minutes
Comprehensive Child Planner•8 minutes
4 devoirs•Total 60 minutes
Advance Tax System•10 minutes
Tax Rules and Tax Rates•10 minutes
Salary Tax Optimization•10 minutes
Advance Tax and Employee Benefits•30 minutes
Financial Planning Applications and Case Studies
Module 9•3 heures à terminer
Détails du module
This module applies taxation and financial planning concepts through case studies and practical financial planning tools. Learners analyze client financial data, evaluate asset allocation strategies, and use Excel-based models to solve goal-based financial planning problems.
Inclus
12 vidéos4 devoirs
Afficher les informations sur le contenu du module
12 vidéos•Total 89 minutes
Retirement Planner•6 minutes
Recurring Goal•8 minutes
Instruction and Note•7 minutes
Client Financial Assumptions•8 minutes
Income & Expense Analysis•5 minutes
Assets, Investment Assets and Liabilities•12 minutes
Insurance, Goals, Asset Allocation for Goals•6 minutes
Retirement Planning Problem Solved•11 minutes
Insurance Need Analysis, Saving for goals, Goal wise Fund Allocation•7 minutes
Portfolio and Goal Planning Case Studies•10 minutes
Financial Planning Applications and Case Studies•30 minutes
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